Process

Financial security planning process

To build financial security plans, the most critical piece of the process involves the initial discovery meeting. The financial services marketplace is broad and confusing. For the average person, financial planning is a web of acronyms and phrases that cause confusion. We pride ourselves on the ability to ask the right questions and, more importantly, to listen. Not to listen so we can profess how much we know, but to listen and understand what issues are really on your mind. What's important to you and why? What do you want your money to do for you? What does a comfortable retirement mean to you? Nothing fancy, no secret fixes, just listening to your thoughts and feelings about financial security. Once we can agree on what’s important, the rest is easy. The job then becomes finding the right solutions to your needs. Through the process, I will commit to educating clients on the pros and cons of each situation and product. Together, we can create the plan that answers the original questions.

Philosophy

Financial security planning

Financial security planning is about more than saving money for retirement – it’s about helping protect what means the most to you and helping you achieve your short- and long-term goals.

Our objective is to help you build a plan that’s tailored to your needs, flexible enough to meet your changing demands and based on solid insurance and investment products.

A solid financial security plan can help you:

• Provide for your family in the event of your death, disability or a critical illness
• Secure a comfortable retirement
• Control your debt
• Fund a post-secondary education for your children
• Minimize your taxes
• Leave an estate to your heirs
• Meet a variety of business protection needs

Contact us today to find out more about our financial security planning process and how a sound financial security plan can help you achieve your goals, for now and in the future.